Baldrige Asset Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Baldrige Asset Management’s Portfolio IVLU Stock Details IVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$16K	Buy	+639	New	+$15.7K	0.01%	233

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldrige Asset Management's IVLU Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2023: 639 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

191 funds tracked by Wall St. Rank hold IVLU as of Q1 2023.

Baldrige Asset Management held 639 shares of iShares MSCI Intl Value Factor ETF worth $16K as of Q1 2023.
iShares MSCI Intl Value Factor ETF was a new Baldrige Asset Management position in Q1 2023.
iShares MSCI Intl Value Factor ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #233 holding.
191 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.